Date: Wednesday, December 14, 2022 11:00 AM - , ,
For 25 years predictive analytics has enabled nonprofits and higher education to identify planned giving prospects. As organizational data improves, the models become better as well as more targeted: bequest, annuity and CRT models are available for strategic prospect identification. This webinar will focus on the data behind these models, and the information you can use to better inform your institution of planned giving potential. We will recommend data to be collected, what to do with it, and related strategic implementation ideas to help your organization to increase planned giving revenue.
Lawrence C Henze, MPA, JD
Senior Principal Analytics Architect, Customer Success Services
Katherine Swank, JD
Principal Strategic Consultant, Customer Success Services